Companies /Technology

Super Micro Computer Inc

NASDAQ: SMCI Computer Hardware
$45.56
▲ $2.10 (+4.82%) today
Markets open · 3:30pm ET

24/7 Wall St. View

Price Prediction $50.90 +15.3% Our analysts’ 12-month view: target, optimistic case, and floor. SMCI price prediction → Earnings Beat +77.5% EPS vs. the estimate, revenue, and how the market reacted. SMCI earnings history →

SMCI at a Glance

Valuation
Market cap
$28.6B
P/E ratio
13.3
Profitability
Revenue (TTM)
$39.1B
Profit margin
5.7%
EPS (TTM)
$3.26
Price
52-week range
$19 – $59
24/7 target
$50.90
Street target
$42.38
Earnings
Next report
Nov 3, 2026
Q4 2026 EPS
$1.70
vs. $0.96 est.
+77.5%

Headquartered in San Jose, CA Fiscal year ends June NASDAQ: SMCI supermicro.com

About Super Micro Computer

Super Micro Computer, Inc. (Supermicro) is a Total IT Solution Provider specializing in application-optimized server, AI, storage, IoT, and switch systems for enterprise, cloud, AI, and 5G/Edge infrastructure. The company designs and manufactures products in-house across facilities in the United States, Taiwan, and the Netherlands, leveraging its proprietary Server Building Block Solutions and Data Center Building Block Solutions (DCBBS) architecture that allows customers to configure systems from modular, reusable components supporting a comprehensive range of form factors, processors, memory, GPUs, storage, networking, power, and cooling solutions including liquid cooling. Supermicro serves a global customer base that includes hyperscale cloud providers and increasingly enterprise customers deploying AI infrastructure. The company also provides software and support services alongside its hardware portfolio. Listed on NASDAQ under the ticker SMCI, Supermicro has rapidly scaled its operations to meet surging demand for AI infrastructure, with fiscal year 2026 revenue approaching $39 billion. Updated

Latest Activity

Jim Cramer
PodcastMad Money w/ Jim CramerJim Cramer · 44 min

Mad Money w/ Jim Cramer 10/5/26

  • Cramer flags a broken pattern: oil fell while the 30-year yield climbed to 5.66%, near 6%
  • Nasdaq's record close carried by Microsoft on Copilot, Meta's small-business ad shift, and Nvidia's all-time high
  • Saudis discounting crude $5 below the Oman/Dubai benchmark is market share defense, not a fading war premium
  • Caller questions on Intuitive Surgical as a broken stock, plus KLA, Domino's and SoFi

Cramer's warning: strip out Microsoft, Nvidia and Meta and the safety names were hit, meaning three stocks are carrying the index. He says the bond market tells the truth longer term, and the 30-year at 5.66% caps any broad rally. Owning the hyperscalers has been the only trade that worked.

Read more
Biggest movers · At the close
Gainers
  • ONON Semiconductor$77.19+5.5%
  • FNFabrinet$418.14+5.0%
  • DELLDell Technologies$561.77+4.8%
  • QCOMQualcomm$203.09+4.5%
  • SMCISuper Micro Computer$43.21+4.1%
Losers
  • ZSZscaler$193.43-9.9%
  • SSentinelOne$22.34-6.8%
  • IRENIren$44.11-4.4%
  • RBRKRubrik$109.41-3.9%
  • PANWPalo Alto Networks$375.02-3.8%

Chips and hardware took the top five slots at Thursday's close, led by ON Semiconductor's 5.52% gain, while every big decliner but one was a cybersecurity name. Zscaler's 9.88% drop to $193.43 was the worst in the group.

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the AI-server wars · 1y
$10K invested in each — worth today:
DELL$46.4K4.6×
SMCI$13.2K1.3×

Same $10,000 into the two AI-server names on January 2: Dell is worth $46,396 today, Super Micro just $13,212. A 4.6x versus 1.3x gap inside the same end market.

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Biggest movers · At the close
Gainers
  • TEMTempus AI$80.08+14.5%
  • SMRNuScale Power$9.15+10.2%
  • IONQIonQ$40.31+9.4%
  • SMCISuper Micro Computer$40.28+9.3%
  • ALABAstera Labs$293.29+9.0%
Losers
  • DKNGDraftKings$22.54-7.4%
  • FUBOfuboTV$9.93-6.4%
  • CRWVCoreWeave$80.15-3.9%
  • SPOTSpotify$529.96-3.2%
  • AXONAxon Enterprise$453.59-3.2%

Tempus AI closed 14.46% higher, the biggest move in a 111-name priority list where four other gainers ran 9% or better. The downside was far tamer: DraftKings led decliners at 7.38%, and nothing else lost more than 6.4%.

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Biggest movers · At the close
Gainers
  • HPEHewlett Packard Enterprise$61.96+12.2%
  • DELLDell Technologies$564.87+11.5%
  • ONON Semiconductor$75.86+8.1%
  • SMCISuper Micro Computer$40.08+7.2%
  • CIFRCipher Mining$16.9+6.0%
Losers
  • SMRNuScale Power$8.7-14.8%
  • DOCNDigitalOcean$121.99-6.9%
  • SNDKSanDisk$1,632.76-3.5%
  • RBRKRubrik$86.6-2.6%
  • NETCloudflare$303.72-2.4%

Server hardware owned Friday's close: Hewlett Packard Enterprise added 12.2% and Dell 11.5%, with ON Semiconductor and Super Micro also finishing up more than 7%. NuScale Power sat at the other extreme, down 14.8% to $8.70.

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Biggest movers · At the close
Gainers
  • SMCISuper Micro Computer$38.4+9.2%
  • FUTUFutu Holdings$126.21+9.0%
  • SMRNuScale Power$9.78+8.1%
  • MARAMarathon Digital$11.97+7.1%
  • SNAPSnap$5.92+7.0%
Losers
  • RBRKRubrik$91.58-6.6%
  • ZSZscaler$167.65-4.8%
  • AIC3.ai$9.74-3.7%
  • ASANAsana$9.43-3.4%
  • DOCUDocuSign$60.52-3.3%

Super Micro Computer closed 9.17% higher at $38.40, the biggest gain across our 111-stock priority list Monday. Hardware, nuclear and crypto names filled out the top five while software took the damage, Rubrik down 6.59%. Watch whether that split survives the open.

Read more
Biggest movers · At the close
Gainers
  • SMCISuper Micro Computer$38.09+20.5%
  • CRWVCoreWeave$108.09+19.7%
  • CAVACava$69.64+14.5%
  • DOCNDigitalOcean$133.64+10.6%
  • IRENIren$43.77+10.1%
Losers
  • ACHRArcher Aviation$6.23-8.2%
  • APPSDigital Turbine$12.19-6.5%
  • LYFTLyft$16.41-6.5%
  • GPROGoPro$0.58-6.4%
  • AXONAxon Enterprise$599.59-5.8%

Two names closed up more than 19%: Super Micro Computer at $38.09 and CoreWeave at $108.09, the widest top-of-board moves in our 110-stock universe today. The downside was far tamer, with Archer Aviation's 8.2% slide the worst of it.

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SMCISuper Micro Computer
Regular session
$36.39
+15.16%open $31.60

A 15% jump follows last night's Q4 earnings beat, the kind of single-session move that resets the whole AI server debate. Watch whether the gain holds through the close.

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Jim Cramer@jimcramer

Cramer is sorting the AI server trade into winners and one name to avoid, sending retail attention toward Dell and HPE while Supermicro still works through its accounting and export-control overhang.

SuperMicro helps the cause, too, but i am not a fan. Dell's better, so is HPE!
  • Replies36
  • Reposts4
  • Likes57
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SMCISuper Micro Computer, Inc.
Q4 2026
EPS
$1.70
est $0.96+77.5%
Revenue
$11.12B
est $11.56B-3.8%

Gross margin nearly doubled to 17.5% from 9.5% a year ago, turning a slight revenue miss into an EPS beat and putting fiscal 2027 revenue guidance as high as $72 billion. Negative operating cash flow is the offsetting worry.

Quarterly EPS — reported vs estimate
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SMCI Coverage

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Frequently Asked Questions

What does Super Micro Computer do?

Super Micro Computer, Inc. (Supermicro) is a Total IT Solution Provider specializing in application-optimized server, AI, storage, IoT, and switch systems for enterprise, cloud, AI, and 5G/Edge infrastructure.

What is the SMCI stock price target?

24/7 Wall St.'s 12-month price target for SMCI is $50.90, rated Buy. The Wall Street consensus target is $42.38. SMCI price prediction →